Planning In Advance For Incapacity Helps Your Loved Ones

Nobody likes to think about incapacity but it is something that everyone must deal with, as they age. This is simply a part of estate planning to give you peace of mind by knowing that you have done everything possible to aid and protect your family. By planning about incapacity in advance, an individual can […]

What Is Probate And Why Should You Want To Avoid It?

How many times have you overheard a discussion or read an article talking about avoiding probate. Then later, wondering what it involved and why should you want to avoid it?¬†Probate is the legal process which divides and distributes a person’s assets after his or her death. The probate court will inventory the estate and distribute […]

Boomers Value Family Stories Over Inheritance

According to a survey conducted by the Allianz Life Insurance Company of North America, baby boomers prefer to have family stories and life lessons over an inheritance. The survey was conducted among boomers aged 47 to 66 and their elders over the age of 72, regarding their feelings about inheritance. Members of both groups felt […]

Explore Your Estate Options Before January 1, 2013

As we ring in the year 2013, millions of individuals will face as much as a 20% increase in estate taxes. In 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (“TRUIRJCA” or “TRA 2010” for short). The provisions of this law were temporary, and will end as […]